WisdomTree
186 hedge funds and large institutions have $1.38B invested in WisdomTree in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 31 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 56
0% more capital invested
Capital invested by funds: $1.37B → $1.38B (+$2.8M)
6% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 31
1% less funds holding
Funds holding: 188 → 186 (-2)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
93% less call options, than puts
Call options by funds: $6.53M | Put options by funds: $95.8M
Top Buyers
| 1 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$20.6M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$16.9M |
| 3 |
Morgan Stanley
New York
|
+$12.1M |
| 4 |
CC
Cannell & Co
New York
|
+$11.6M |
| 5 |
Millennium Management
New York
|
+$9.96M |
Top Sellers
| 1 |
Norges Bank
Oslo,
Norway
|
-$10.6M |
| 2 |
Capital Fund Management (CFM)
Paris,
France
|
-$10.4M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10.2M |
| 4 |
Calamos Advisors
Naperville,
Illinois
|
-$9.06M |
| 5 |
BlackRock
New York
|
-$7.04M |
WT Hedge Fund Activity: Q3 2014 in Review
186 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q3 2014, worth a combined $1.38B — up 0.2% from $1.37B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of WT and 29 opened new positions — a net loss of 2 holders — while 56 trimmed existing stakes and 72 added.
The largest buyer was Kornitzer Capital Management, adding an estimated $20.6M. The largest seller was Norges Bank, cutting an estimated $10.6M.
- 186 institutional investors held WisdomTree (WT) as of Q3 2014, down from 188 in Q2 2014.
- Funds reported $1.38B of WisdomTree stock for Q3 2014, up 0.2% quarter-over-quarter.
- 29 funds opened new WisdomTree positions in Q3 2014 and 31 closed out, a net change of -2 holders.
- The largest WisdomTree buyer in Q3 2014 was Kornitzer Capital Management, an estimated $20.6M added.
- The largest WisdomTree seller in Q3 2014 was Norges Bank, an estimated $10.6M sold.
Based on aggregated 13F filings for Q3 2014.